BerganKDV Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $78.9K | Hold |
|
|||||
|
2023
Q1 | $76.4K | Sell |
|
|||||
|
2022
Q4 | $91.2K | Buy |
|
|||||
|
2022
Q3 | $69K | Hold |
|
|||||
|
2022
Q2 | $74K | Hold |
|
|||||
|
2022
Q1 | $85K | Hold |
|
|||||
|
2021
Q4 | $86K | Hold |
|
|||||
|
2021
Q3 | $80K | Buy |
|
|||||
|
2021
Q2 | $66K | Buy |
|
|||||
|
2021
Q1 | $59K | Hold |
|
|||||
|
2020
Q4 | $52K | Hold |
|
|||||
|
2020
Q3 | $45K | Sell |
|
|||||
|
2020
Q2 | $95K | Buy |
|
|||||
|
2020
Q1 | $36K | Hold |
|
|||||
|
2019
Q4 | $52K | Hold |
|
|||||
|
2019
Q3 | $50K | Hold |
|
|||||
|
2019
Q2 | $49K | Hold |
|
|||||
|
2019
Q1 | $47K | Hold |
|
|||||
|
2018
Q4 | $42K | Hold |
|
|||||
|
2018
Q3 | $50K | Hold |
|
|||||
|
2018
Q2 | $49K | Buy |
|